ACTFX Mutual Fund

NAV$8.20

Returns Overview

1 Month
+1.23%
3 Months
+3.50%
6 Months
+3.44%
YTD
+3.44%
1 Year
+7.45%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+1.79%
vs Peers
+1.66%

ACTFX Mutual Fund Performance

ACTFX performance across multiple time periods: 1-month 1.23%, YTD 3.44%, 1-year 7.45%, 3-year 3.92%, 5-year -0.29%, 10-year 1.77%.

ACTFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

ACTFX performance comparison shows side-by-side returns with another fund. ACTFX alternatives are available in the Mutual Fund Screener.